Institutional Ownership Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV). We have compiled data on the 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
6,357,716
shares
|
$504 Million
1.1% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,389,964
shares
|
$110 Million
0.23% of portfolio
|
Q3 2024
Reduced 18.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,166,946
shares
|
$92.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.02%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
690,992
shares
|
$54.8 Million
4.46% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
581,450
shares
|
$46.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
570,423
shares
|
$45.2 Million
3.84% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
565,797
shares
|
$44.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
560,839
shares
|
$44.5 Million
0.26% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$43.6 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
503,066
shares
|
$39.9 Million
3.51% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
477,606
shares
|
$37.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
470,855
shares
|
$37.3 Million
0.56% of portfolio
|
Q3 2024
Added 2202.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
448,746
shares
|
$35.6 Million
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440,259
shares
|
$34.9 Million
0.56% of portfolio
|
Q2 2024
Reduced 32.94%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
407,171
shares
|
$32.3 Million
0.33% of portfolio
|
Q3 2024
Added 20.58%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
381,010
shares
|
$30.2 Million
3.07% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
358,773
shares
|
$28.5 Million
8.59% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
346,222
shares
|
$27.5 Million
1.08% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
344,556
shares
|
$27.3 Million
1.7% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
291,445
shares
|
$23.1 Million
0.23% of portfolio
|
Q3 2024
Added 69.19%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
285,278
shares
|
$22.6 Million
1.55% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
281,586
shares
|
$22.3 Million
0.81% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
271,333
shares
|
$21.5 Million
1.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
251,986
shares
|
$20 Million
0.29% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
249,956
shares
|
$19.8 Million
4.22% of portfolio
|
Q3 2024
Added 9.47%
|